This guide explains the Sections that can be added when you are creating your Form Template and what they do.
Here is a reminder of what the pop-up window looks like when you click on the Add Section button within the Form Template creation tool:
This is the most flexible type of Section available. It may contain an infinite combination of options, such as instructional text and different types of data input such as single line texts, multiple line text, multiple choice options, etc. These options can be accessed through the Add Item button within the Standard Section.
If you would like to know more about the Items, please refer to the items on the Standard Section of a Form guide.
This Section is no longer recommended and has been replaced by the Objectives Item within the Standard Section. See the items on a Standard Section of a Form guide if you need help with setting objectives via Forms.
Further Actions Section
The Further Actions Section gives Line Managers the ability to add another Form to the training plan of the User as a result of the performance process. The Form that has been added would then be accessible to the User via My Activities however the manager may have to initiate it before the User can open it, depending on the settings.
To add a Form, click on the Add Further Action button.
The pop-up window allows you to select which Form you wish to add:
After you have selected the Form and clicked on Add, the Form will be listed with the Due Date for the new Form and the Line Manager's name as the assignee. Additional Forms can be added by clicking on the Add Further Action button again.
File Attachments Section
The File Attachments Section allows Users to attach documents as supporting evidence when completing the Form. These documents can then be downloaded by the Line Manager. It appears to the User as below.
Third Party Comments Section
The Third Party Comments section allows the Line Manager to request feedback from a third party. For example, if their report had been working closely with another person on a project. The comments can only be viewed by the Line Manager (the section will not show at all for the User) so if the manager would like to share the comments, they would need to do this another way, e.g. verbally.
Once this Section has been added to a Form, it will appear to the manager as below. When completing the form, the manager will click on the New Recipient button to obtain comments.
The Line Manager would compose an email using the pop-up window as displayed to send to the third party they would like feedback from:
The third party would receive an email inviting them to take part in the performance review. Once the third party clicks on the email, they will enter their comments into the dialogue box and then click on Submit your comment:
They will be asked to confirm that they are happy with the comments they have made:
The comments will now be available for the manager to view within the Form:
The Sign-off Section is the Section that not only verifies whether all the fields in the Form have been filled in by the User, but also handles the Workflow. This Section is mandatory and will be automatically added when you first create the Form, along with a Standard Section.
You can use the Sections drop-down at the top of the Form Template to view the Sign-off Section. The User/Line Manager will not be able to complete the Workflow of the Form without this Section. When there is already a Sign-off Section in your Form, you will not be able to add a second one (you can only have one Sign-off Section per Form), but should you accidentally delete it, you will be able to add it again from here.
When a User has completed all sections of the Form, they will be able to Acknowledge and Submit, as shown below:
If the User hasn't completed all mandatory Sections, it will advise them which Sections need to be completed and will not allow them to submit: